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aec578
Level 2
February 16, 2025
Question

Turbo Tax Transfer to Proseries

  • February 16, 2025
  • 2 replies
  • 17 views

Can I transfer 2023 Taxpayer Information from Turbo Tax to 2024 Pro Series Software?

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2 replies

GodFather
GodFatherIntuit Community Champion
Intuit Community Champion
February 16, 2025

I believe it can be done although I have not attempted it myself.  Here is what I found online:

https://accountants.intuit.com/support/en-us/help-article/convert-files/transfer-turbotax-returns-proseries/L8SZ2hpIO_US_en_US?srsltid=AfmBOoq0JbgmOBLlW0rWNzhZKfiq8PYwVIy7Uno5PFShhzEbc5xsAVJP&uid=m7863sjk

 

Click "File," then "Transfer," then "Transfer Clients," and select the "20xx TurboTax 1040 to 20xx ProSeries 1040." Click "Browse" next to "Transfer data files from," and browse to where you have the exported TurboTax data stored. Click on it and click "OK." A list will display.

 

    Just-Lisa-Now-
    Just-Lisa-Now-Intuit Community Champion
    Intuit Community Champion
    February 16, 2025

    I "think" you need to pull 2023 TT over to 2023 PS, then you can transfer 2023PS to 2024PS. 

    Not sure if you can jump from 2023TT directly to 2024PS.

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